LifePlan Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
+111,739
| New | +$2.61M | 2.16% | 8 |
|
|
2025
Q1 | – | Sell |
-109,647
| Closed | -$2.5M | – | 90 |
|
|
2024
Q4 | $2.5M | Buy |
+109,647
| New | +$2.5M | 2.21% | 9 |
|
|
2024
Q3 | – | Sell |
-88,900
| Closed | -$2.02M | – | 90 |
|
|
2024
Q2 | $2.02M | Buy |
88,900
+22,465
| +34% | +$509K | 1.86% | 13 |
|
|
2024
Q1 | $1.52M | Buy |
66,435
+24,573
| +59% | +$561K | 1.39% | 17 |
|
|
2023
Q4 | $966K | Buy |
+41,862
| New | +$966K | 0.97% | 33 |
|